Avantax Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Avantax Advisory Services’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.2M	Buy	17,592 +309	+2%	+$61.9K	0.02%	511
2025 Q1	$3.25M	Buy	17,283 +151	+0.9%	+$32.2K	0.02%	556
2024 Q4	$3.69M	Buy	17,132 +347	+2%	+$77.4K	0.02%	490
2024 Q3	$3.87M	Sell	16,785 -11,953	-42%	-$2.75M	0.03%	468
2024 Q2	$7.09M	Buy	28,738 +2,159	+8%	+$494K	0.05%	283
2024 Q1	$6M	Buy	26,579 +4,772	+22%	+$992K	0.05%	266
2023 Q4	$4.19M	Buy	21,807 +1,578	+8%	+$265K	0.04%	312
2023 Q3	$3.19M	Sell	20,229 -2,181	-10%	-$363K	0.04%	345
2023 Q2	$3.79M	Buy	22,410 +4,338	+24%	+$651K	0.04%	307
2023 Q1	$2.68M	Buy	18,072 +2,136	+13%	+$291K	0.03%	362
2022 Q4	$1.85M	Buy	15,936 +2,430	+18%	+$282K	0.02%	447
2022 Q3	$1.44M	Buy	13,506 +1,497	+12%	+$188K	0.02%	455
2022 Q2	$1.4M	Sell	12,009 -3,087	-20%	-$416K	0.02%	462
2022 Q1	$2.37M	Buy	15,096 +774	+5%	+$124K	0.03%	342
2021 Q4	$2.59M	Buy	14,322 +7,425	+108%	+$1.25M	0.04%	311
2021 Q3	$1.03M	Buy	6,897 +2,547	+59%	+$387K	0.02%	480
2021 Q2	$658K	Buy	4,350 +1,341	+45%	+$192K	0.01%	599
2021 Q1	$424K	Buy	+3,009	New	+$412K	0.01%	675
2020 Q4	–	Sell	-7,047	Closed	-$717K	–	1304
2020 Q3	$717K	Buy	+7,047	New	+$689K	0.01%	660

Other funds holding SOXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Advisory Services's SOXX Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Semiconductor ETF (SOXX) stake by 1.8% in Q2 2025, buying an estimated $61.9K and bringing the position to 17,592 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #511.

Avantax Advisory Services first reported a position in SOXX in Q3 2020 and has held it in 19 quarters since. The position peaked at $7.09M in Q2 2024. 748 funds tracked by Wall St. Rank hold SOXX as of Q2 2025.

Avantax Advisory Services held 17,592 shares of iShares Semiconductor ETF worth $4.2M as of Q2 2025.
Avantax Advisory Services bought 309 iShares Semiconductor ETF shares in Q2 2025, an estimated $61.9K.
iShares Semiconductor ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #511 holding.
Avantax Advisory Services first reported a position in iShares Semiconductor ETF in Q3 2020 and has held it in 19 quarters since.
Avantax Advisory Services's iShares Semiconductor ETF position peaked at $7.09M in Q2 2024.
748 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.